Mark orders as invoiced from incoming accounting invoices
Mark orders as invoiced from incoming accounting invoices
You often don't link new invoices to CRM orders, leaving orders without invoiced dates and delaying revenue recognition. This keeps billing and sales aligned so teams reconcile accounts the same day.
Overview
Unlinked invoices create blind spots between billing and sales that slow reconciliation and delay customer billing. With orders marked invoiced automatically, billing staff and reps reconcile accounts the same day and focus on exceptions.